CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,416
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$7.79M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.44M
5
VTV icon
Vanguard Value ETF
VTV
+$5.16M

Top Sells

1
+$10.4M
2
+$6.82M
3
+$6.53M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.23M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.09M

Sector Composition

1 Technology 4.44%
2 Industrials 2.67%
3 Financials 2.51%
4 Consumer Discretionary 2.25%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$14K ﹤0.01%
253
-106,064
802
$14K ﹤0.01%
567
803
$14K ﹤0.01%
597
804
$14K ﹤0.01%
507
805
$13K ﹤0.01%
387
-150
806
$13K ﹤0.01%
275
807
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21
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808
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296
809
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1,000
-300
810
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600
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811
$13K ﹤0.01%
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812
$13K ﹤0.01%
1,130
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813
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431
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815
$13K ﹤0.01%
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821
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174
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$13K ﹤0.01%
424
824
$13K ﹤0.01%
285
+2
825
$13K ﹤0.01%
225
31 32
33
34 35